Today we’re covering 7 financial planning tips for resident physicians transitioning into practice. By utilizing these tips early in your career, you’ll be setting yourself up for long term success. 1) Plan Your Financial Journey…
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Why Doctors Aren’t Allowed To Sell Prescriptions
Everybody knows the doctor’s role. They provide medical advice and services to patients. Patients pay doctors either directly or through insurance based upon the services provided. The drug rep plays a different role. They sell…
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Financial Advice For Physicians Making Big Decisions: Start With “No”
But it’s SO easy to say YES! Yes, I’ll buy the new, big house. Sure, I’ll pay for my kid’s extra activities. Okay, I’ll also buy the new car. Fine, I’ll invest in your startup….
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The Financial Advisor’s Struggle To Act In The Client’s Best Interest
Ted the advisor is a great guy. He is passionate about taking care of his clients. The only thing he is more passionate about is taking care of his family. Like most advisors, he works…
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Pulling Back The Curtain On Target Date Retirement Funds
Chances are you’ve heard of Target Date Retirement Funds (TDRF) by now – they have blown up in popularity and size over the last several years. According to Morningstar research, TDRF funds: Have more than…
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The True Cost Of The “No-Fee” 401k Rollover
You see the signs all over the place… “We Accept 401k Rollovers”. Apparently people are taking banks and other financial institutions up on the offer to roll over their 401k into an IRA, otherwise they…
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8 Reasons You Should Hire A Financial Planner In 2016
Americans are financially stressed out. But very few are actually paying for financial help. Many of these people could benefit from hiring a quality fee-only financial planner. Think it’s not affordable? Think again. Basic financial…
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My Experience Transitioning Into Practice – an Interview with Dr. Morgan Tucker
Training to become a physician can be intense! I find myself thinking this quite often, but I can’t truly understand or relate because I don’t have any first hand experience. Fortunately, I found someone gracious…
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How Do Financial Advisors Get Paid?
When looking for the right financial advisor, it can be tough to know where to begin. You know that you’d like help with your money, but you want to know that your advisor is giving…
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When Should You Hire a Financial Advisor?
If you want to do more with your money and achieve your financial goals with confidence, assembling the right team to help you is critical. Many people feel uncertain about whether or not they should…
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